cc
Use this screen to print customer product invoices entered in the Enter Customer Product Bills screen (Projects\Transactions\Billing). You can print invoices for selected and/or unselected bills. However, if the invoice is on unselected status, a draft invoice line will print at the top of the bill.
|
|
Note: You can use the Print Options screen to archive a report for later viewing or printing. Select File » Print Options from the menu (you can also click the Print Options icon on the toolbar), select the Archive checkbox, and enter the appropriate parameters in the Archive group box. You can use the Archived Reports screen (Administration\Review\Archived Reports) to view or print the archived report. This is useful if you need to reprint a bill after posting. You cannot reprint bills after posting unless you archive them. |
Enter and save bills before printing. You can print both selected and unselected invoices, and should print invoices before posting them.
Use the fields in this block to create a new parameter ID or to retrieve a previously saved parameter ID. A parameter ID represents a set of screen selection parameters. Once you have saved a parameter ID and its related parameters, you can retrieve them using Query.
You can use the retrieved parameters to produce reports and run processes more efficiently and with greater consistency. Many users save a unique set of parameters for each different way they run a report or process. If you select a previously saved parameter ID or parameter description, the associated saved screen selection parameters will automatically display as selection defaults. You can change any of the associated selection defaults as necessary.
Enter, or use Query to select, a parameter ID of up to 15 alphanumeric characters. You should choose characters for your parameter ID that help identify the type of selections you made in the screen, such as “PERIOD” or “QUARTERLY.”
When you save your record, all the selections made in the screen are stored with the parameter ID. Later, you can retrieve the parameter using Query.
You can use the parameter to produce reports and run processes more efficiently because you can select the parameter ID with its previously defined screen selections. Once the default selections display in the screen, you can override the defaults as necessary.
Enter, or use Query to select, a parameter description of up to 30 alphanumeric characters.
Use the fields in this block to identify and limit by billing currency, customer, customer type, and invoice number, the invoices that you want to print.
Enter, or use Lookup to select, the billing currency for the group of bills to print. The default for this field is your company's functional currency.
Customers *
Use this drop-down box to select the range of customer numbers for which you want to print bills. The following options are available:
All - Select this option to include all available customers. The Start and End fields are disabled for this option.
One - Select this option to include only one customer. You must enter that value in the Start field. The End field is disabled for this option.
Range - Select this option to include a contiguous range of customers. You must enter the beginning value for the range in the Start field and the ending value of the range in the End field.
From Beginning - Select this option to include all the customers from the beginning of the available customers to a specific customer in the range. You must enter the last value for the range in the End field. The Start field is disabled for this option.
To End - Select this option to include all the customers from a specific customer to the end of all the available customers. You must enter the value from which the range should begin in the Start field. The End field is disabled for this option.
Enter, or use Lookup to select, a starting customer number for the range that you want to include on the report.
If you select "One," "Range," or "To End" in the Option field, you must enter a customer number in this field.
If you select "All" or "From Beginning" in the Option field, this field will be inactive.
Enter, or use Lookup to select, an ending customer number for the range that you want to include in the process.
If you select "All," "Range," or "From Beginning" in the Option field, you must enter a customer number in this field.
If you select "One" or "To End" in the Option field, this field will be inactive.
Customer Types *
Use this drop-down box to select the range of customer types for which you want to print bills. The following options are available:
All - Select this option to include all available customer types. The Start and End fields are disabled for this option.
One - Select this option to include only one customer type. You must enter that value in the Start field. The End field is disabled for this option.
Range - Select this option to include a contiguous range of customer types. You must enter the beginning value for the range in the Start field and the ending value of the range in the End field.
From Beginning - Select this option to include all the customer types from the beginning of the available customer types to a specific customer type in the range. You must enter the last value for the range in the End field. The Start field is disabled for this option.
To End - Select this option to include all the customer types from a specific customer type to the end of all the available customer types. You must enter the value from which the range should begin in the Start field. The End field is disabled for this option.
Enter, or use Lookup to select, a starting customer type for the range that you want to include on the report.
If you select "One," "Range," or "To End" in the Option field, you must enter a customer type in this field.
If you select "All" or "From Beginning" in the Option field, this field will be inactive.
Enter, or use Lookup to select, an ending customer type for the range that you want to include in the process.
If you select "All," "Range," or "From Beginning" in the Option field, you must enter a customer type in this field.
If you select "One" or "To End" in the Option field, this field will be inactive.
Invoice Numbers *
Use this drop-down box to select the range of invoice numbers for which you want to print bills. The following options are available:
All - Select this option to include all available invoice numbers. The Start and End fields are disabled for this option.
One - Select this option to include only one invoice number. You must enter that value in the Start field. The End field is disabled for this option.
Range - Select this option to include a contiguous range of invoice numbers. You must enter the beginning value for the range in the Start field and the ending value of the range in the End field.
From Beginning - Select this option to include all the invoice numbers from the beginning of the available invoice numbers to a specific invoice number in the range. You must enter the last value for the range in the End field. The Start field is disabled for this option.
To End - Select this option to include all the invoice numbers from a specific invoice number to the end of all the available invoice numbers. You must enter the value from which the range should begin in the Start field. The End field is disabled for this option.
Enter, or use Lookup to select, a starting invoice number for the range that you want to include on the report.
If you select "One," "Range," or "To End" in the Option field, you must enter a invoice number in this field.
If you select "All" or "From Beginning" in the Option field, this field will be inactive.
Enter, or use Lookup to select, an ending invoice number for the range that you want to include in the process.
If you select "All," "Range," or "From Beginning" in the Option field, you must enter a invoice number in this field.
If you select "One" or "To End" in the Option field, this field will be inactive.
Use the fields in this block to elect to include selected and/or unselected invoices. You can also elect to show the invoice number on the bill.
Use the checkboxes in this group box to select the status of the bills that you want to print.
Select this checkbox to print bills with a "Selected" status.
Select this checkbox to print bills with an "Unselected" status.
Use the checkbox in this group box to print invoice numbers on the bill.
Select this checkbox to print the invoice number on the invoice.
Use the radio buttons in this group box to select additional printing options for the bill.
Subtotals in Billing Currency Only
Select this radio button to print invoices in only the billing currency. This is the default setting.
Tax Subtotals in Both Billing and Functional Currencies
Select this radio button to print invoices in the billing currency, but with the sales/value added tax subtotals in both the billing and functional currencies. This selection will be available only when the Billing Currency field on this screen is not your company's functional currency.
All Billing Subtotals in Both Billing and Functional Currencies
Select this radio button to print all invoice subtotals in both the billing and functional currencies. This selection will be available only if the Billing Currency field on this screen is not your company's functional currency.
* A red asterisk denotes a required field.
This screen uses the following tables:
CUST_PROD_INVC_HDR (Customer Product Invoice Header)
CUST_PROD_INVC_LN (Customer Product Invoice Line)
